Intellimas® Feature Highlights
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Multi-Level Grid
- Eliminates redundant data
- Better reflect one to many data relationships
- Allows for business and planning hierarchies for different business functions
- Provides header / detail approach for functions that need it
Data Entry & Copy/Paste
- Input data across many items very quickly
- Grid is set up for users who prefer the keyboard or mouse
- Copy one cell or many cells at a time
- Copy from spreadsheets
- Copy from the clipboard
Rollups & Calculations
- Configuration allows for a multitude of different calculations and functions
- Formulas calculate before saving which allows for what-if’s
- On screen rollups available at each level
- Rollup functions include sums, averages, and weighted averages
- Rollups are live and reflect filtered data
Batch Actions
- Out of the box actions on many rows of data
- Duplicate complete rows and related child rows
- Delete complete rows with valid security
- Allows for custom actions for specific business processes
Searching
- Configurable search options
- Search fields can be text, dropdowns, dates, numeric and more
- Search field list can be dependent on values of other search fields
- Searches can be saved by user or shared with groups
- Compound searches help to pinpoint required data
- Wild card searches available
Spreadsheet Features
- Spreadsheet features give end users autonomy to design their own screens
- Column pinning allows for better visibility of key data
- Comprehensive filtering helps users better narrow down their data sets
- Multi-column sorting enables users to have better visibility to their most critical elements first
- Column and row sizing as well as column positioning lets the most important fields stand out for each user
Configuration
- Create grid-based web apps that are built for speed
- User defined field types include text, drop-downs, numeric, hyperlinks, images, dates, calculations and more
- Multiple levels handle one to many relationships or a header/detail approach
- Retrieve live data from enterprise systems and connect to user defined fields
- Dynamic security is at the field level and is built for partner collaboration
- Connect main entities to sub-entities for comprehensive processes
Views
- Create many global views or end user views for each entity
- Take multi-level entities and flatten them out for streamlined data entry
- Create views with subsets of the entity fields for different business functions within the same entity
- Configure header colors to represent different parts of the business process.
Exceptions & Alerts
- Configurable exception searches help to zero in on problems
- Exception views typically used to see upcoming or late items
- Alerts configured for specific business scenarios that have to be acted on immediately
- Alerts can be grouped and emailed to targeted users
Retrieve Live Data
- Retrieve master data from enterprise systems with SQL queries or web API’s
- Connect live data with user defined fields for a full business process
- Results immediately available to end user with the click of the search button
- API’s or staging tables can be set up for enterprise systems that cannot handle direct access
Reporting
- Create unlimited reports from Intellimas® entities
- Drag and drop reporting tool that can be used by administrators, power users, or programmers
- Create listing reports, pivot reports, forms, presentation charts and more
- Security based on user groups in Intellimas®
- Output to PDF, Excel, HTML or CSV
Excel Import & Export
- Import from Excel for off line processes or when live data entry is not possible
- Import matches field names and indicates where a mismatch occured
- Export data on screen to csv which can open up in Excel
- Export is WYSIWYG so it’s based on the filtered data and visible columns at the time of export